You can connect the AI tools you already use to your firm's Hona data. Once connected, you ask about your caseload the way you would ask a colleague, and the answers come from live data. Nobody has to run an export first.
You need a Hona account and an AI client that supports custom connectors. ChatGPT, Claude and Cursor all do.
The address
There is one address, and it is the same for every firm:
There is no company number to look up. Sign in with your Hona account and the connector finds the firms you belong to.
Connecting
Open your AI client's connector or integrations settings and choose to add a custom one.
Paste https://api.hona.com/hona/mcp as the address and confirm.
A Hona sign-in page opens in your browser. Sign in as you normally would.
Hona asks you to approve the connection. This step is expected. It is where you tell Hona that this client may act as you.
You land back in your AI client. Ask it "what can you tell me about our cases?" to confirm it is working.
The whole thing takes about a minute.
Everything you can ask it
The rest of this page is the full list. You do not need to memorize any of it. Ask in your own words and the connector picks the right thing. It is written out here so you can see the whole surface rather than guess at it.
Some sections depend on which Hona products your firm has. Those are marked.
Reports and metrics
There are 42 ready-made reports. Every one of them accepts a date range, and most can be grouped or filtered further.
Response times and messaging
First response time
Staff reply time
Reply time by team member
Message volume
Client response rate
How conversations end
Repeated replies to the same client
How often AI messages each client
Escalations
Open escalations
Overdue escalations
Escalation trend over time
Escalation resolution time
Which escalation rules fire most often
Re-escalation rate
Handoff rate
Requests to speak to an attorney
Caseload
New cases
Cases by phase
Active clients
Stalled cases
At-risk cases
Clients who have gone quiet
Clients who opted out or sent STOP
Daily usage
Client experience
Survey scores (NPS)
Check-in responses
Check-in drop-off
Check-in data coverage
New symptoms flagged
Pain trend
Treatment and appointments
Clients with a gap in treatment
Appointment attendance
Provider attendance
One client or one case at a time
A client's timeline
A client's conversations
A client's check-in responses
A client's check-in trend
A client's escalation history
Appointments a client attended
A case's timeline
A case's conversations
Your firm's settings
Your firm's business hours and timezone
Looking up records directly
When you want the underlying rows rather than a report, the connector can query these directly, by whatever you happen to know about them:
Cases, clients and contacts, conversations, messages, escalations, tasks, notes, files, case assignments, leads, case events, calendar event types, provider tasks, Care Coordinator enrollments, forms, form submissions, e-signatures, and email threads.
It can also list your teammates and their notification settings.
Your firm's own numbers
The connector can run the same queries that sit behind screens in the Hona app, so a number you quote from it matches the number on the screen your team already uses. Ask it what is available and it will tell you which of those screens your firm has.
Notifications
See and change your own notification settings
See and change a client's notification and contact preferences
Exports
Any answer can be turned into a real spreadsheet file. Ask for it as a spreadsheet and you get one, rather than a table pasted into the chat.
Care Coordinator
Requires Care Coordinator
See your Care Coordinator settings
Update the coordinator's prompts
Create, update and delete escalation rules
Update the follow-up policy
Check the status of a case context pull
See recent case agent activity
Demands
Requires the demands workspace
Create a demands case, and list or open existing ones
List the documents on a case
Read the content of a document
Get the current demand letter draft
Get the gap analysis for a case
Start demand generation, and check its status
Start document processing
Request upload slots to add case files
Provider Liaison
Requires Provider Liaison
Send an authorization document for e-signature
What you will see
What you can reach through the connector is exactly what you could already reach in Hona: the same firms, the same permissions. Connecting does not widen anyone's access. A paralegal sees a paralegal's view, an administrator sees an administrator's.
The list of things your connector offers is also built for your firm specifically. If your firm does not have the demands workspace, those tools are not offered at all rather than offered and refused.
If your firm has more than one organization
Connect once. The connector picks up every organization your account belongs to, so a firm running five or more organizations no longer needs a separate connector for each one.
If you are already connected
Connectors set up against an older, firm-specific address keep working exactly as they are. There is nothing to migrate and no deadline. The single address above is simply what new setups should use.
What it does not do
This is the part worth reading before your first session, so it goes the way you expect.
It does not show you another firm's numbers. Your peers' included. It only reaches the firms your own Hona account belongs to.
It answers from Hona's record, not your case management system's. If your case management system holds something Hona does not sync, such as notes written over there or live task state, the connector will not have it.
It does not quietly act on your behalf. Anything that would reach a client shows you what it will say and waits for your approval.
It is not a replacement for your reporting. It is quickest at the question you would otherwise walk down the hall to ask.
Reading case documents happens in Lia, not here. The document corpus, including search across case files, is part of Lia on the web rather than the connector.
If it does not work
It worked for a month, then stopped
Connections expire after 30 days and need approving again. Remove the connector and add it again. It takes the same minute as the first time.
You see an "invalid redirect" message when signing in
The AI client you are using is not one Hona has approved yet. Tell your Hona account team which client and version you are using, and it can be added.
It signs in but finds no firm
The account you signed in with is not a member of the firm you expected. Check which account your browser was already signed in as. That is usually the cause.
If none of these describe what you are seeing, talk to your Hona account team.